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LAM Group’s Dimensional International Value ETF DFIV Stock Holding History

LAM Group’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.78M Hold
106,938
– – 2.87% 13
2026
Q1 		$5.64M Buy
106,938
+530
+0.5% +$28.1K 3.1% 10
2025
Q4 		$5.31M Sell
106,408
-2,025
-2% -$96.2K 3.04% 9
2025
Q3 		$5M Buy
108,433
+15
+0% +$671 3.1% 11
2025
Q2 		$4.64M Sell
108,418
-2,075
-2% -$84.5K 3.1% 11
2025
Q1 		$4.35M Sell
110,493
-1,975
-2% -$75.4K 3.2% 11
2024
Q4 		$3.99M Buy
112,468
+14,685
+15% +$539K 2.85% 12
2024
Q3 		$3.72M Sell
97,783
-500
-0.5% -$18.5K 2.64% 13
2024
Q2 		$3.53M Buy
98,283
+110
+0.1% +$4.05K 2.98% 11
2024
Q1 		$3.61M Hold
98,173
– – 2.94% 12
2023
Q4 		$3.37M Sell
98,173
-2,632
-3% -$85.9K 3.07% 12
2023
Q3 		$3.29M Buy
100,805
+3,050
+3% +$102K 3.23% 12
2023
Q2 		$3.21M Buy
97,755
+155
+0.2% +$5.09K 2.99% 12
2023
Q1 		$3.15M Buy
97,600
+4,690
+5% +$151K 3.08% 13
2022
Q4 		$2.82M Buy
+92,910
New +$2.7M 2.9% 15

Other funds holding DFIV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

LAM Group's DFIV Position: Q2 2026 in Review

LAM Group held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 106,938 shares worth $5.78M. The position accounts for 2.87% of the portfolio, ranked #13.

LAM Group first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 441 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • LAM Group held 106,938 shares of Dimensional International Value ETF worth $5.78M as of Q2 2026.
  • LAM Group left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 2.87% of LAM Group's portfolio in Q2 2026, its #13 holding.
  • LAM Group first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 441 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.